Fall foliage at the top of the Swan Tange East of Kalispell, MT
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Missoula Locations

Our Wealth Management Team

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Stockman Wealth Management is a federally Registered Investment Adviser. This website is solely for informational purposes and should not be viewed as advice or recommendations. Past performance is not a guarantee of future results. Stockman Wealth Management is an independent, wholly owned subsidiary of Stockman Financial Corp. and affiliate to Stockman Bank.
 
Not FDIC Insured, Not Bank Guaranteed, May Lose Value

Billings Downtown

402 N Broadway
PO Box 2507
Billings, Montana 59101
 
Call to Schedule an Appointment
1(406) 655-3960
Hours: M-Th 9-4 Fri 9-5
Headshot Wealth Management Brenda Hittmeire
Brenda Hittmeier, CFP®

Managing Director - Billings


Brenda has many prior years of experience in investments and financial planning and as a Certified Financial Planner™, she has worked with hundreds of Montana families, helping them design a comprehensive financial plan, unique to them. Brenda has a long history of child focused volunteer work, and serves on the Endowment Board of the Boys & Girls Club of Yellowstone County. Most weekends she can be found either skiing or hiking in the Beartooth Mountains near Red Lodge.

Headshot Wealth Management Eric George
Eric George
Executive Director

Eric, A Wyoming native, has been with Stockman Wealth Management since 2009. Eric graduated from the University of Wyoming in 1991 with a BS degree in Molecular Biology and holds his Series 65 license. His Rocky Mountain roots keep him and his family busy outdoors fly-fishing for trout, bird hunting, back country skiing, and backpacking through the wilderness in Montana and Wyoming.

Professional Photo of Kyle Geffre
Kyle Geffre, CFP®
Senior Portfolio Manager


Kyle joined Wealth Management in 2019 after moving back to Billings, his home town. Prior to that, he served as Vice President for a regional Banks Wealth Management division working with high net worth individuals, institutions and non-profit organizations. Kyle is a Certified Financial Planner™ and has over 20 years of industry experience. He graduated from Montana State University in Bozeman with a Bachelor of Science degree in Finance and holds his Series 65 – Registered Investment Adviser license. In his spare time he and his family enjoy golfing, skiing and a variety of other outdoor activities.

Headshot Wealth Management Erika Ferris
Erika Ferris, AIF®
Portfolio Manager


Erika’s decades of experience in the financial industry adds strength to her investment portfolio management and expertise in ERISA retirement plans. To deepen her commitment to clients, she earned the AIF® designation in 2012. Erika grew up on the family ranch on the plains of Eastern Montana and found her love of the mountains while earning her Bachelor of Science degree in Business-Accounting at MSU-Bozeman, where she can be found in the winter at Bridger Bowl, and in the summer hiking and fly fishing.
Professional photo Alan Davies
Alan Davies
Portfolio Manager

Alan joined Stockman Wealth Management in 2018. After growing up on the plains of South Dakota, he earned his Bachelor of Science degrees in Finance and Economics from Northern State University and an MBA from North Dakota State University. In addition, he passed all three levels of the CFA Program and will be eligible for the CFA charter upon completion of the required work experience. He enjoys cooking, reading and spending time outdoors with his family.

Professional photo Jennifer Hemphill
Jennifer Hemphill, CFP®
Portfolio Manager


Jennifer Hemphill, a Montana native, graduated from MSU-Billings with a Bachelor of Science degree in Business Administration, Finance.  She has been with Stockman Wealth Management since 2009 and earned the CFP® certification in 2014. 
Professional photo Kary Parks
Kary Parks
Client Relationship Coordinator

Kary grew up in Miles City and has been familiar with Stockman her entire life. She joined Stockman Wealth Management in 2017 and holds the Series 65 license. She is currently working towards her Certified Financial Planner® designation. Kary enjoys hiking the Beartooth Mountains and spending quality family time in the great outdoors.

Headshot Wealth Management Ron O'Donnell
Ron O’Donnell, CFA
President & CEO

 

Ron has been with Investment Management Group, a company acquired by Stockman to create the Wealth Management group, for several years. He received his Chartered Financial Analyst (CFA) certification in 1997 and also obtained his MBA from Suffolk University in Boston, MA in 1994. Fishing many of Montana’s rivers and streams, as well as attending baseball games, fills his spare time.
 
 
 
 

Helena Sanders

3094 North Sanders Street
Helena, Montana 59601
 
Mailing Address:
PO Box 7329
Helena, Montana 59604
 
Call to Schedule an Appointment
1(406) 447-9050
Hours: M-Th 9-4 Fri 9-5

Professional photo of Dave Ashby
Dave Ashby, CFA
Managing Director - Helena


Dave joined the SWM team in 2016 as a Senior Portfolio Manager bringing over 25 years of experience in private wealth management. Dave was raised in Butte and earned his Bachelor of Business Administration in Finance from Gonzaga University - Go Zags!  He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Spokane.  When Dave is not at work he enjoys golfing and mountain biking.

Headshot Wealth Management Phil Howeth
Phil Howeth
SVP, Portfolio Manager


With over 30 years of investment experience, Phil joined the Wealth Management team when Stockman acquired AnnaCo Investment Management in 2015.  He earned his Bachelor of Arts in Business Administration and Accounting from Carroll College.  Community service has been very important to Phil and he has served on a number of non-profit boards and committees in Helena.  Beyond enjoying time with family and friends, Phil enjoys golfing and kayaking - weather permitting, and hiking throughout the year.

Headshot Wealth MGMT Kerry Neils
Kerry Neils, CFA 

VP, Senior Portfolio Manager


Kerry grew up in Libby and the Flathead Valley and graduated from Carroll College in finance and accounting. Although he has been with Stockman for only a few years, he brings to the Wealth Team extensive experience as a professional securities analyst and portfolio manager and holds the Chartered Financial Analyst (CFA) designation.  Kerry and his wife enjoy hiking many rugged parts of Montana which allows Kerry to pursue one of his other interests – landscape and nature photography.  He is grateful to be able to live and work in Helena, close to the Rocky Mountain Front!

Professional Photo of
Michelle Juntunen
Junior Portfolio Manager


Michelle joined the Wealth Management team in 2019. She graduated from Carroll College with degrees in Political Science and International Relations. Michelle attended the Engalitcheff Institute on Comparative Political and Economic Systems and took courses at Georgetown University where she received a certificate in Public Policy. She has a professional background in the federal, state and private sectors. Outside of work, Michelle enjoys spending time with her husband, Ryder, daughter, Rowan, traveling and fishing.

Professional photo Amy Christensen
Amy Christensen, CTFA
Account Administrator


Amy, a Dillon native and UM-Western graduate, joined Stockman Wealth Management in 2008. She is a Certified Trust and Financial Advisor (CTFA) and a graduate from the Cannon Trust School. Outside of work, Amy is an avid gardener, loves spending time with her family and traveling the world.
 
 
 
 
 
 
 

Missoula Downtown

321 West Broadway
Missoula, Montana 59802
 
Call to Schedule an Appointment
1(406) 258-1450
Hours: M-Th 9-4 Fri 9-5

Professional Photo of David Rehbein
David R Rehbein, CPA
Managing Director - Missoula


David has been helping his clients meet their financial goals for over 20 years. David graduated from the University of Montana with a B.S. & MBA in Business. He began his career as a CPA with an international accounting firm and later started an investment advisory firm in 1997 that joined Stockman Wealth Management in 2016. Outside of work David enjoys skiing, hiking, running, as well as relaxing on the shores of Flathead Lake.
Professional Photo of David Morgenroth
David Morgenroth, CFP®

Wealth Management Advisor


David was born and raised in Missoula, and after years of urban living, the magnetic pull of his roots brought him back to the Big Sky Country. He holds a doctorate in music, and, in addition to performing around the world, David has spent two decades trading futures and equities. Reading, gardening, and traveling are among David's interests, along with spending time with his wife, Barbara, and their two wonderful dogs.


Professional Photo of Hannah Santa Cruz
Hannah Santa Cruz, CFP®
Junior Portfolio Manager

Hannah grew up in northwest Montana, and graduated from the University of Montana with degrees in accounting and finance. She joined Stockman Wealth Management in September 2016, and brings experience in planning, research, and investment management. Hannah bakes a mean lemon bar and enjoys camping and hiking around western Montana with her family.

 
 
 
 
 
 
 
 
 

Missoula South Brooks

3615 Brooks Street
Missoula, Montana 59806
 
Call to Schedule an Appointment
1(406) 258-1451
Hours: M-Th 9-4 Fri 9-5

Professional Photo of Jessica Neuman

Jessica Neuman, IACCP®,
Chief Compliance Officer

 

Jessica, a graduate from the University of Montana, grew up on a ranch in eastern Montana that she still calls home and visits often. She joined the Wealth Management team in 2016, with over a decade of experience in the registered investment advisory compliance arena. Jessica and her family appreciate the outdoor activities Missoula has to offer. You may see them on any of the nearby trails accompanied by their yellow lab.